Ideas & Enhancements
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Needles 5.0

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Checklist Date

Ability to copy and paste a date from one checklist item to another.
Guest about 2 years ago in Checklist 0

Do not allow Zeros (0) Dollar Values to Auto Populate in the Values Tab

#206133 We need a workaround for the dollar amounts that auto populate in the Award Tab's Fields. It auto populates zero dollar amounts which throws off my reports. Steps Taken to Identify Issue -connected via t.v. -walked through her user defined...
Guest 9 months ago in  1

OCR Preview side tab that expands which shows the highlighted portion of what you are looking for

Having a s similar to how dropbox or sharedriver shows a preview of the document with the highlighted OCR portion would be ideal
Guest 9 months ago in  0

Rearrange Checklist with the ability to move task up and down with easier or number them 1-10 etc

Rearrange Checklist with the ability to move task up and down with easier or number them 1-10 etc
Guest 9 months ago in  0

Notes & messages formatting

When I write a note or send someone a message, the formatting I write with should remain when the message is sent. Everything gets jumbled together as if I did not put paragraphs and spaces in between. This makes for notes that look sloppy and dif...
Guest about 2 years ago in  1

Texting Function from the Notes tab

Texting from the Notes Tab using a Specific Note Topic. Send Text. Client Replys and automatically Posted to the case. Cooper Hurley was using 3rd party to text using Needles 4. They did not know that Needles 5 texting uses Outlook and you have t...
Guest over 4 years ago in Integrations 0

"Go to Case" in Outlook Add-in

In the desktop version, when the outlook add-in tagged a case, there was an option to "go to case" in the add-in after tagging. I don't know if that's possible, but it would save SO MUCH extra clicking and typing, as we often have to DO something ...
Guest 9 months ago in  0

Checklist Report

It would be extremely useful to actually be able to print the checklist items for tasking purposes.
Guest 9 months ago in  1

NEOS: Default Calendar Status When Inputting Items

It would be nice if you could set a status for the calendar to default to when you are adding a new item.
Guest over 3 years ago in General 0 Planning to Implement

Add a Specific Case to Open Calendar View

It would be helpful to see a specific case calendar in open calendar view, that could give us the ability to see that cases calendar compared to specific staff member's calendars.
Guest 9 months ago in  0